Effective Legal Entity Management
Entity4 consolidates all your legal entity and bank account data in a single innovative cloud-based platform to give you a 360° view of your entire organization.
It serves as a system of record for treasury professionals, allowing them to manage all master data in one place, including bank accounts, subaccounts, signatories, and counterparty data.
Entity4: Corporate Entity Management Made Easy
Entity4 is an all-in-one solution tailored to meet the unique needs of legal, tax, treasury, and more. It is designed for any user who maintains or utilizes legal entity data, allowing each department to secure and manage their specific data while sharing subsets with other users through role-based permissions.
Document Management
Store, link, and categorize all your documents, add metadata, and ensure you always have the latest version of each legal document
Simplified Compliance
One-touch FBAR and KYC reporting for legal entity and bank account management help streamline the compliance process
Calendaring
Stay on track by keeping important dates, deadlines, renewals, and filings at a glance. Automate triggers for expirations and renewals
Data Security
Set role-based permissions to empower employees to access the data they need while keeping data secure
Single Source of Truth
Legal entity management has never been more complicated. Parent companies. Subsidiaries. Limited liability companies. Joint ventures. All of these entities come with their own intercompany relationships, agreements, flows of funds, compliance requirements, and more.
Get a unified view of your data for all entities and bank accounts in a singular, integrated software solution.
Dynamic Reports, Dashboards, and Visuals
Configure your dashboards to achieve the specific reporting you desire. Create comprehensive, precise, detailed reports and charts that your organization needs. Entity4 tracks tax IDs, registration and licenses, as well as relationships between legal entities, accounts, staff, and external parties, all accessible by stakeholders as permissioned.
Automate Manual Processes
Entity4 provides comprehensive insights and allows for easier compliance management with automation. Expiring documents or registrations are surfaced effortlessly, eliminating the need for manual updates and reviews, and changes to account maps and entity charts are made automatically.
Simplify Entity Management with Entity4
Entity4 is an integral part of your organization, giving you a unified view of your data for all entities and bank accounts in a singular, integrated software solution. Ready to enhance how your team manages entity data?